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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
Deutsche Bank
Germany
$960M
5
PIM
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
Goldman Sachs
New York
$483M
3
UBS Group
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
151
ClearBridge Investments
New York
$4.44M +$28.7K +936 +0.6%
D.E. Shaw & Co
152
D.E. Shaw & Co
New York
$4.31M -$15.8M -517,409 -79%
CDIEC
153
Crédit Industriel et Commercial
France
$4.3M +$3.77M +123,560 +703%
Point72 Asset Management
154
Point72 Asset Management
Connecticut
$4.21M +$4.21M +137,606 New
GAM
155
Groupama Asset Management
France
$4.18M +$980K +35,071 +31%
Walleye Capital
156
Walleye Capital
New York
$4.16M +$3.38M +110,433 +435%
PC
157
Permanens Capital
New York
$4M +$4M +130,697 New
PHK
158
Point72 Hong Kong
Hong Kong
$3.93M +$3.93M +128,319 New
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$3.91M -$106M -3,450,613 -96%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$3.81M +$589K +19,229 +18%
VA
161
Vident Advisory
Georgia
$3.8M +$348K +11,384 +10%
BS
162
Banco Santander
Spain
$3.71M +$1.06M +34,594 +40%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$3.67M +$523K +17,066 +17%
QCG
164
Quadrant Capital Group
Ohio
$3.62M +$2.44M +79,516 +205%
HighTower Advisors
165
HighTower Advisors
Illinois
$3.62M -$139K -4,526 -4%
TCCM
166
Timber Creek Capital Management
Massachusetts
$3.59M -$14.5K -472 -0.4%
USAA
167
United Services Automobile Association
Texas
$3.5M – – –
ITC
168
Inspire Trust Company
Nevada
$3.46M +$153K +5,000 +5%
HCM
169
Helios Capital Management
Singapore
$3.4M – – –
MCM
170
Mitchell Capital Management
Kansas
$3.38M +$127K +4,149 +4%
BCI
171
Brinker Capital Investments
Pennsylvania
$3.32M -$834K -27,232 -20%
OPS
172
Orion Portfolio Solutions
Nebraska
$3.32M -$834K -27,232 -20%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$3.26M -$1.36M -44,355 -29%
US Bancorp
174
US Bancorp
Minnesota
$3.24M -$248K -8,100 -7%
MML Investors Services
175
MML Investors Services
Massachusetts
$3.15M +$511K +16,688 +19%
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